Sigma Planning Corp’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Sigma Planning Corp’s Portfolio ACWX Stock Details ACWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$362K	Sell	4,763 -5,376	-53%	-$400K	0.01%	1052
2026 Q1	$694K	Sell	10,139 -1,183	-10%	-$83.5K	0.02%	714
2025 Q4	$760K	Sell	11,322 -181	-2%	-$12K	0.02%	635
2025 Q3	$748K	Buy	+11,503	New	+$719K	0.02%	640
2023 Q1	–	Sell	-5,214	Closed	-$237K	–	1296
2022 Q4	$237K	Buy	5,214 +2	+0%	+$88	0.01%	1070
2022 Q3	$209K	Hold	5,212	–	–	0.01%	1101
2022 Q2	$235K	Buy	5,212 +3	+0.1%	+$145	0.01%	1096
2022 Q1	$272K	Buy	5,209 +1	+0%	+$53	0.01%	1100
2021 Q4	$290K	Sell	5,208 -67	-1%	-$3.77K	0.01%	1098
2021 Q3	$292K	Hold	5,275	–	–	0.01%	1073
2021 Q2	$303K	Sell	5,275 -312	-6%	-$17.9K	0.01%	1075
2021 Q1	$308K	Buy	5,587 +1,257	+29%	+$69.5K	0.01%	974
2020 Q4	$230K	Buy	+4,330	New	+$215K	0.01%	1028

Other funds holding ACWX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Sigma Planning Corp's ACWX Position: Q2 2026 in Review

Sigma Planning Corp reduced its iShares MSCI ACWI ex US ETF (ACWX) stake by 53% in Q2 2026, selling an estimated $400K and leaving 4,763 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #1052.

Sigma Planning Corp first reported a position in ACWX in Q4 2020 and has held it in 13 quarters since. The position peaked at $760K in Q4 2025. 743 funds tracked by Wall St. Rank hold ACWX as of Q2 2026.

Sigma Planning Corp held 4,763 shares of iShares MSCI ACWI ex US ETF worth $362K as of Q2 2026.
Sigma Planning Corp sold 5,376 iShares MSCI ACWI ex US ETF shares in Q2 2026, an estimated $400K.
iShares MSCI ACWI ex US ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1052 holding.
Sigma Planning Corp first reported a position in iShares MSCI ACWI ex US ETF in Q4 2020 and has held it in 13 quarters since.
Sigma Planning Corp's iShares MSCI ACWI ex US ETF position peaked at $760K in Q4 2025.
743 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.